/ingest-pipeline
Aggregates CRM/MAP data, cleans records, and prepares forecast-ready pipeline views.
$ npx -y skills add gtmagents/gtm-agents --agent claude-codeHow it fires
How this command gets triggered: by you, by Claude, or both.
- Fires itselfClaude auto-loads it when your prompt matches the work.
- You can call itInvoke it directly when you want it.
- Slash command
/ingest-pipeline
Context preview
What this command does when you run it.
Aggregates CRM/MAP data, cleans records, and prepares forecast-ready pipeline views.
Command definition
ingest-pipeline.mdname: ingest-pipeline
description: Aggregates CRM/MAP data, cleans records, and prepares forecast-ready pipeline views.
usage: /revenue-forecasting-pipeline:ingest-pipeline --timeframe "Q1" --segments "enterprise,mm" --detail full
Command: ingest-pipeline
Inputs
- **timeframe** – forecast period (Q1, Q2, FY, rolling-90).
- **segments** – comma-separated list of segments or regions.
- **detail** – summary | full output verbosity.
- **filters** – optional stage, product, or owner filters.
- **refresh** – optional flag to force data refresh vs cached snapshot.
Workflow
1. **Data Extraction** – pull CRM opportunities, bookings actuals, MAP signals, and enrichment fields by timeframe. 2. **Normalization & QA** – dedupe, enforce stage definitions, check close dates, align currencies, and flag missing data. 3. **Scoring & Cohorting** – compute coverage, velocity, win rate assumptions, and stage-based risk scores. 4. **Segmentation** – split pipeline by segment, region, product, partner, and channel. 5. **Packaging** – output structured tables + dashboards for forecast architect + finance partner review.
Outputs
- Pipeline dataset (CSV/Sheets) with commit/upside/sandbag buckets.
- Data quality log detailing issues resolved or pending.
- Snapshot summary (coverage %, attainment, risk flags) per segment.
Agent/Skill Invocations
- `revops-analyst` – runs extraction + QA steps.
- `forecast-modeling` skill – provides scoring templates and coverage math.
- `variance-analysis` skill – tags known risk cohorts for later tracking.
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Read more
name: ingest-pipeline description: Aggregates CRM/MAP data, cleans records, and prepares forecast-ready pipeline views. usage: /revenue-forecasting-pipeline:ingest-pipeline --timeframe "Q1" --segments "enterprise,mm" --detail full
Command: ingest-pipeline
Inputs
- **timeframe** – forecast period (Q1, Q2, FY, rolling-90).
- **segments** – comma-separated list of segments or regions.
- **detail** – summary | full output verbosity.
- **filters** – optional stage, product, or owner filters.
- **refresh** – optional flag to force data refresh vs cached snapshot.
Workflow
1. **Data Extraction** – pull CRM opportunities, bookings actuals, MAP signals, and enrichment fields by timeframe. 2. **Normalization & QA** – dedupe, enforce stage definitions, check close dates, align currencies, and flag missing data. 3. **Scoring & Cohorting** – compute coverage, velocity, win rate assumptions, and stage-based risk scores. 4. **Segmentation** – split pipeline by segment, region, product, partner, and channel. 5. **Packaging** – output structured tables + dashboards for forecast architect + finance partner review.
Outputs
- Pipeline dataset (CSV/Sheets) with commit/upside/sandbag buckets.
- Data quality log detailing issues resolved or pending.
- Snapshot summary (coverage %, attainment, risk flags) per segment.
Agent/Skill Invocations
- `revops-analyst` – runs extraction + QA steps.
- `forecast-modeling` skill – provides scoring templates and coverage math.
- `variance-analysis` skill – tags known risk cohorts for later tracking.
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